Sundaram Diversified Equity (ELSS) Regular Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare

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tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15921 Cr ₹1578 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 05 Sep 2005 10 May 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 23% 18%
Expense Ratio 1.7 2.16
Manager Ashutosh Bhargava Sudhir Kedia
ISIN Code INF204K01GK4 INF903J01538
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 5.5% 5.62%
6 Month 24.16% 18.2%
1 Year 40.45% 27.31%
3 Year 20.22% 15.19%
5 Year 21.8% 18.88%

SIP Return Analysis

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 19.08% 11.79%
3 Year 43.68% 29.63%
5 Year 82.16% 60.74%

Rolling Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 23.31% 19.41%
3 Year 61.08% 47.92%
5 Year 89.47% 66.18%

Risk Management

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.81% 11.71%
Sharp 1.01% 0.73%
Beta 0.97% 0.87%
Alpha 2% -1.4%

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Fund Managers

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Ashutosh Bhargava Sudhir Kedia
Total AUM ₹121448 Cr ₹10423 Cr
Fund Manage 12 8
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.68 2.62
Large Cap 66.59 78.9
Mid Cap 14.8 10.27
Small Cap 15.93 8.17

Sector Allocation

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 0.51 0.83
Communication 2.17 2.87
Energy 9.49 8.54
Materials 5.16 2.47
Technology 4.82 9.05
Construction 5.63 4.27
Financial 31.2 31.38
Healthcare 4.29 5.38
Services 7.92 10.77
Chemicals 2.52 2.36
Automobile 9.58 4.32
Metals & Mining 2.45 3.17
Insurance 2.92 -
Consumer Staples 5.99 8.42
Consumer Discretionary 1.31 3.44
Capital Goods 2.96 2.69
Diversified 1.08 -

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